Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 6 Small Cap Stocks at a Good Price With Consistently Rising Profits | NA | -20.05% | 5.76% | -6.81% | NA | NA | NA | 9.15% |
Data as of 08/21/2019, AR inception is 11/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 6 Small Cap Stocks at a Good Price With Consistently Rising Profits | 11/16/2009 | 08/21/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | -20.05 | 5.76 | -6.81 | NA | NA | NA | 9.15 | 5.45 | -4.73 | 4.12 | 21.13 | -37.23 | -5.62 | 97.99 | 18.17 | -15.45 | 48.98 | -0.61 |
| Sharpe Ratio | NA | -0.94 | 0.25 | -0.22 | NA | NA | NA | 0.27 | 0.22 | -0.27 | 0.28 | 1.12 | -0.58 | -0.25 | 4.74 | 0.89 | -0.46 | 1.99 | -0.04 |
| Standard Deviation(%) | NA | 22.89 | 18.30 | 33.53 | NA | NA | NA | 29.59 | 20.58 | 22.39 | 12.57 | 18.72 | 64.50 | 22.52 | 20.68 | 20.44 | 33.33 | 24.56 | 15.71 |
| Draw Down(%) | NA | 32.07 | 33.47 | 58.78 | NA | NA | NA | 58.78 | 16.88 | 33.47 | 14.55 | 10.52 | 54.50 | 17.85 | 8.32 | 19.59 | 42.46 | 11.89 | 2.96 |
| Yield(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 08/21/2019, AR inception is 11/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 6 Small Cap Stocks at a Good Price With Consistently Rising Profits |
-15.70%
Aug 2014 - Aug 2017 |
-6.57%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 6 Small Cap Stocks at a Good Price With Consistently Rising Profits |
40.40%
Jun 2012 - Jun 2015 |
25.28%
Jun 2010 - Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart